ESOP · DOL Form 5500 · 2023

Kirby Foods, Inc. ESOP

Data updated 2026-08-25

$52M
Total assets Below avg plan size
364
Participants Below avg headcount
86th
Percentile by assets National rank
$144,073
Avg per participant Near avg balance/head
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Official DOL plan name: Kirby Foods, Inc. Employee Stock Ownership Plan · Sponsored by Kirby Foods, Inc. · Illinois · Retail Trade

$52M in assets, 364 participants

Kirby Foods, Inc.'s Kirby Foods, Inc. Employee Stock Ownership Plan reported $52M in total assets and 364 participants in its 2023 DOL Form 5500 filing, ranking in the 86th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,755 in Retail Trade (8,414 peers)

Coverage in Illinois

Kirby Foods, Inc. Employee Stock Ownership Plan covers 364 participants in Illinois, about 47% of the average Illinois filer (state average ~779 per filing). Assets: $52M.

#7,755
in Retail Trade (8,414 peers)
-0.8%
assets change YoY
0.5×
vs typical plan assets (national mean)

Kirby Foods, Inc. Employee Stock Ownership Plan's outsized position by total assets

Kirby Foods, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$52,442,630 Top 14% higher than 86% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Kirby Foods, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kirby Foods, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (364 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kirby Foods, Inc. Employee Stock Ownership Plan reported net income fell from $8M in the plan year 2022 filing to $230K in the plan year 2023 filing.
  • Kirby Foods, Inc. Employee Stock Ownership Plan reported participants fell from 384 in the plan year 2022 filing to 364 in the plan year 2023 filing.
  • Kirby Foods, Inc. Employee Stock Ownership Plan end-of-year assets fell from $53M in the plan year 2022 filing to $52M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 370756504 · Kirby Foods, Inc. PY 2023 · ESOP

Kirby Foods, Inc. Employee Stock Ownership Plan · $52M · 364 · 86th

  • PCT $52M
  • EIN 364
  • RANK 86th
  • PHOTO ESOP
  • IND near Barr Engineering Co. Employee Stock Ownership Plan
  • EOY ind #7755

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Illinois →

Kirby Foods, Inc. Employee Stock Ownership Plan in the asset neighbourhood

American Business Group, Inc. Employee Stock Ownership Plan and TrustAmerican Business Group, Inc…$53MBarr Engineering Co. Employee Stock Ownership PlanBarr Engineering Co. Employe…$52MKirby Foods, Inc. Employee Stock Ownership PlanKirby Foods, Inc. Employee S…$52MHaworth Marketing & Media Company Employee Stock Ownership PlanHaworth Marketing & Media Co…$52MJwd Group, Inc Employee Stock Ownership PlanJwd Group, Inc Employee Stoc…$52M
End-of-year total assets ($M) among Kirby Foods, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$49M
Net Income$230K
Employer EIN370756504
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kirby Foods, Inc.)

Sponsor-wide plan assets over time

All Kirby Foods, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$51M 12.315531066528838% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $57.8M $50.7M ▼ -12.3%
Year Plans Participants Total Assets
2022 2 771 $58M
2023 2 764 $58M
2024 2 773 $51M

Nearby ESOP Plans in Illinois

Peer ESOP plans, same state, same plan type, ranked by total assets.

Kirby Foods, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Kirby Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.05244263 · Participants: 364Kirby Foods, Inc. Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 4.440263476 · Participants: 4738Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.616096816 · Participants: 4251Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.195072662 · Participants: 486Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership Plan
Kirby Foods, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Kirby Foods, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Kirby Foods, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Barr Engineering Co. Employee Stock Ownership Plan in MN ($52M); by covered participants it is Superior Industrial Solutions, Inc. Employee Stock Ownership Plan in IN (363 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (364 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kirby Foods, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Kirby Foods, Inc. Employee Stock Ownership Plan held essentially flat - down 0.8% during 2023, from $53M to $52M. Reported net income was $230K.
How have Kirby Foods, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kirby Foods, Inc.'s sponsor-wide assets declined 12.3%, from $58M to $51M.
Where does Kirby Foods, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Kirby Foods, Inc. Employee Stock Ownership Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Kirby Foods, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Barr Engineering Co. Employee Stock Ownership Plan in MN ($52M, 810 participants).
Which ESOP plans cover a similar participant headcount to Kirby Foods, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Superior Industrial Solutions, Inc. Employee Stock Ownership Plan in IN (363 participants, $139M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 370756504.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.